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Portfolio (Quarterly) Guide ↗

STEINBERGANNA WEALTH MANAGEMENT

· CIK 0002089528
13F Portfolio $246M AUM 139 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 37 Added 39 Reduced 12 Exited
Page 1 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IYY ISHARES TR 36,265.0 $6.6M 2.69% -333.0 -0.9% $182.28 +2.6%
2 IMCG ISHARES TR 50,878.0 $5.0M 2.03% -2K -3.6% $98.30 +0.1%
3 PANW PALO ALTO NETWORKS INC Technology 12,906.0 $4.4M 1.79% -5K -27.2% $341.02 +9.7%
4 VIG VANGUARD SPECIALIZED FUNDS 17,416.0 $4.1M 1.68% -215.0 -1.2% $236.62 +3.3%
5 CRWD CROWDSTRIKE HLDGS INC Technology 4,865.0 $3.7M 1.51% -2K -31.2% $190.78 +11.6%
6 MSFT MICROSOFT CORP Technology 8,390.0 $3.1M 1.27% -715.0 -7.8% $373.04 +29.1%
7 ISCG ISHARES TR 47,572.0 $3.1M 1.27% -4K -7.2% $65.54 -0.8%
8 GOOG ALPHABET INC Communication Services 8,721.0 $3.1M 1.25% -1K -10.3% $353.33 -3.4%
9 GOOGL ALPHABET INC Communication Services 7,758.0 $2.8M 1.13% -956.0 -11.0% $357.36 -3.7%
10 VCSH VANGUARD SCOTTSDALE FDS 26,711.0 $2.1M 0.86% -467.0 -1.7% $79.03 -0.5%
11 VCIT VANGUARD SCOTTSDALE FDS 20,650.0 $1.7M 0.69% -834.0 -3.9% $82.65 -1.9%
12 SGOV ISHARES TR 16,820.0 $1.7M 0.69% -6K -27.6% $100.67 -0.1%
13 MU MICRON TECHNOLOGY INC Technology 1,377.0 $1.6M 0.65% -583.0 -29.7% $1153.87 -18.5%
14 IGIB ISHARES TR 26,284.0 $1.4M 0.57% -243.0 -0.9% $53.17 -1.9%
15 TSLA TESLA INC Consumer Cyclical 2,257.0 $949K 0.39% -36.0 -1.6% $420.60 -19.9%
16 INTC INTEL CORP Technology 5,178.0 $723K 0.29% -50.0 -1.0% $139.63 -30.8%
17 META META PLATFORMS INC Communication Services 1,161.0 $654K 0.27% -494.0 -29.9% $563.50 -3.5%
18 DVY ISHARES TR 3,604.0 $563K 0.23% -39.0 -1.1% $156.31 +5.5%
19 CAT CATERPILLAR INC Industrials 471.0 $502K 0.20% -26.0 -5.2% $1065.00 -21.0%
20 HD HOME DEPOT INC Consumer Cyclical 1,371.0 $484K 0.20% -450.0 -24.7% $352.72 -4.3%
Page 1 of 2  ·  39 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.7%
Technology 31.6%
Industrials 6.3%
Communication Services 6.0%
Consumer Cyclical 3.8%
Healthcare 3.5%
Energy 2.2%
Consumer Defensive 0.6%
Real Estate 0.2%
Utilities 0.2%